Lynx Capital Group
JPM icon

Lynx Capital Group’s JPMorgan Chase JPM Stock Holding History

Lynx Capital Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.29M Sell
12,972
-11
-0.1% -$3.85K 1.69% 21
2026
Q2 		$4.25M Sell
12,983
-354
-3% -$110K 1.72% 19
2026
Q1 		$3.92M Sell
13,337
-139
-1% -$42.2K 1.83% 18
2025
Q4 		$4.34M Sell
13,476
-156
-1% -$48.3K 1.99% 17
2025
Q3 		$4.3M Sell
13,632
-284
-2% -$84.5K 2% 15
2025
Q2 		$4.03M Sell
13,916
-103
-0.7% -$26.3K 1.95% 14
2025
Q1 		$3.44M Buy
14,019
+109
+0.8% +$27.8K 1.77% 16
2024
Q4 		$3.33M Sell
13,910
-182
-1% -$42.4K 1.92% 15
2024
Q3 		$2.97M Sell
14,092
-740
-5% -$156K 1.93% 17
2024
Q2 		$3M Sell
14,832
-5
-0% -$978 2.07% 16
2024
Q1 		$2.97M Sell
14,837
-293
-2% -$52.9K 2.01% 16
2023
Q4 		$2.57M Buy
+15,130
New +$2.29M 1.88% 17

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lynx Capital Group's JPM Position: Q3 2026 in Review

Lynx Capital Group reduced its JPMorgan Chase (JPM) stake by 0.08% in Q3 2026, selling an estimated $3.85K and leaving 12,972 shares worth $4.29M. The position accounts for 1.69% of the portfolio, ranked #21.

Lynx Capital Group first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.34M in Q4 2025. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Lynx Capital Group held 12,972 shares of JPMorgan Chase worth $4.29M as of Q3 2026.
  • Lynx Capital Group sold 11 JPMorgan Chase shares in Q3 2026, an estimated $3.85K.
  • JPMorgan Chase made up 1.69% of Lynx Capital Group's portfolio in Q3 2026, its #21 holding.
  • Lynx Capital Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Lynx Capital Group's JPMorgan Chase position peaked at $4.34M in Q4 2025.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Lynx Capital Group's 13F filing for Q3 2026, filed 4 Nov 2026.